Further further reading | FT Alphaville

Further further reading

For the commute home, where no-one criticises your fiscal policies,

– More on Goldman’s bearish commodities turn.

Richard Koo talks balance sheet recessions.

– A read-out from Soros’ bash in Bretton Woods.


– A crisis is a terrible thing to waste but is this what’s happened?

– Shocker: the IMF criticises US fiscal policy. (Full pdf here.)

– Hedge funds could be hit by new US derivatives rules.

– The President’s speech tomorrow as negotiating.

– But has it come too late?

– Fed ownership of the yield curve.

Portugal begins bail-out talks.